New York, January 21, 2026, 18:21 EST — Post-market hours.
- GE shares jumped roughly 2% in late after-hours trading following a stronger close.
- Jet-engine manufacturer schedules its quarterly earnings release for Thursday, followed by a webcast at 7:30 a.m. EST.
- Supply-chain snarls and maintenance delays continue to strain airlines, with investors zeroing in on 2026 outlook signals.
GE Aerospace shares climbed roughly 2%, hitting $318.50 in late after-hours trading Wednesday. During the session, the stock fluctuated between $311.80 and $320.27.
The move comes just a day ahead of the jet-engine maker’s earnings report, as investors seek clarity on demand for engine services and the lingering impact of supply constraints. The stock has turned into a quick gauge for the health of commercial flying and how well aerospace suppliers are converting that into revenue.
On Tuesday, the International Air Transport Association announced airlines have renewed their competition agreement with CFM International — the joint venture between GE Aerospace and France’s Safran — extending it through February 2033. Airlines have raised concerns over parts shortages and repair shops running at capacity. IATA chief Willie Walsh criticized manufacturers’ aftermarket practices for “limiting competition” and driving up costs. Meanwhile, CFM President Gael Meheust insisted the engine maker remains committed to a competitive aftermarket despite ongoing supply-chain challenges. (Reuters)
GE Aerospace will hold its Q4 2025 earnings webcast on Thursday, January 22, from 7:30 a.m. to 8:20 a.m. EST, per its investor relations calendar. (GE Aerospace)
The Zacks consensus forecast projects fourth-quarter revenue at $11.26 billion, marking a 14% increase year-over-year, with earnings per share expected to rise 7.6% to $1.42. It breaks down commercial engines and services revenue around $9.09 billion, while defense and propulsion technologies should bring in roughly $2.73 billion. Supply-chain issues and labor shortages are flagged as possible headwinds for the quarter. (Nasdaq)
Traders are paying less attention to whether the quarter’s numbers beat or missed expectations and more on the 2026 outlook: engine deliveries, repair work speed, and if service pricing and turnaround times stay stable. The industry calls parts and maintenance on engines already in use “aftermarket,” a segment often more reliable than new equipment sales.
Those same bottlenecks that boost repair demand can also drag out jobs and drive up costs, particularly if parts remain scarce or skilled labor runs thin. Even a small sign that the crunch is intensifying can weigh on margin forecasts and free cash flow predictions.
FAA Administrator Bryan Bedford told reporters Wednesday that the agency isn’t the “roadblock” holding up certification for Boeing’s MAX 7 and MAX 10, though he acknowledged Boeing has encountered setbacks with its 777X approval. (Reuters)
The timelines are crucial for engine makers as they dictate when planes enter service and eventually head into heavy maintenance. CFM’s engines power every Boeing 737 and go head-to-head with RTX’s Pratt & Whitney on Airbus’s A320 line, so any change in production or repair capacity hits the whole industry hard.
GE shares face their next hurdle on Thursday, when the company reports results and offers management commentary. Investors will be focused on details about 2026 demand, updates on supply-chain improvements, and the company’s strategy for handling maintenance capacity limits throughout the year.
